Financial Operations Associate

Job Description

Job Description

Financial Operations Associate

Location : West Orange, NJ

Position Type : Full-Time, Onsite (5 days per week)

Company : CFI Consultants, LLC

About CFI Consultants

CFI Consultants, LLC partners with law firms and corporate legal departments to deliver clarity, efficiency, and results through litigation metrics, operations, and financial management solutions. We are seeking a Financial Operations Associate to join our West Orange, NJ office. This role supports both CFI’s internal financial operations and the financial health of our law firm clients.

Role Overview

The Financial Operations Associate will manage day-to-day accounting and finance functions for CFI, including accounts receivable, accounts payable, QuickBooks bookkeeping, and invoice production. At the same time, this individual will play a pivotal role in law firm client operations, handling electronic billing submissions, billing realization, write-offs, collections, and financial reporting.

This position requires strong accounting skills, excellent communication, and the ability to deliver actionable financial insights to both internal leadership and client law firm management.

Key Responsibilities

• Manage accounts receivable, accounts payable, and QuickBooks bookkeeping.

• Produce and distribute client invoices; monitor collections and payment follow-ups.

• Submit and manage electronic billing (e-billing) for law firm clients.

• Track billing realization, adjustments, and write-offs.

• Create and maintain financial dashboards and reporting for leadership.

• Support budgeting, forecasting, and strategic financial planning.

Required Skills

• Experience with accounts receivable, accounts payable, and bookkeeping.

• Proficiency in QuickBooks (Online or Desktop).

• Familiarity with electronic billing systems (Legal-X, Quovant, CounselLink, or similar).

• Strong Excel/data analysis skills.

• Excellent organizational, communication, and time management abilities.

• Ability to work onsite in West Orange, NJ, five days per week.

Why Join CFI?

• Work across internal finance and client-facing financial operations.

• Gain hands-on experience supporting law firm leadership.

• Join a growing firm that values trust, accountability, and excellence.

• Opportunities for professional growth, learning, and certification support.

Company Description

CFI Consultants is a consulting practice that specializes in unifying the needs of law firms and their clients. CFI Consultants provides the following services for its clients:

•\tLitigation Management
•\tIT Solutions and Management
•\tMetric Analytics
•\tBilling Procedures
• Operational Support
• Trial support services

CFI is interested in motivated professionals that are willing to learn, critically analyze situations, and contribute to a variety of projects. CFI employees must adapt to client needs, respond to business growth opportunities, and develop streamlined workflows.

Company Description

CFI Consultants is a consulting practice that specializes in unifying the needs of law firms and their clients. CFI Consultants provides the following services for its clients:\r\n\r\n•\tLitigation Management\r\n•\tIT Solutions and Management\r\n•\tMetric Analytics\r\n•\tBilling Procedures \r\n• Operational Support\r\n• Trial support services\r\n\r\nCFI is interested in motivated professionals that are willing to learn, critically analyze situations, and contribute to a variety of projects. CFI employees must adapt to client needs, respond to business growth opportunities, and develop streamlined workflows.